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  • Investment type: Investment products
  • Products: FirstChoice Investments
 
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FirstChoice Investments Minimum investment $5,000, Colonial First State and other fund managers
Fund/option Investment category Benchmark asset
allocation
Investment
manager
Minimum suggested
timeframe
Performance & prices More information
FirstChoice Fixed Interest
Diversified fixed interest 100% Fixed interest
0% Cash
Multi-manager At least 3 years Unit prices
FirstChoice Alternatives
Alternatives 100% Alternatives
Multi-manager At least 7 years Unit prices
FirstChoice Lower Volatility Australian Share
Lower volatility share 100% Australian shares
0% Cash
Multi-manager At least 7 years Unit prices
FirstChoice Australian Share
Australian Share 100% Australian shares
0% Cash
Multi-manager 7 years Unit prices
FirstChoice Australian Small Companies
Australian Share - Small Companies 100% Australian shares
0% Cash
Multi-manager 7 years Unit prices
FirstChoice Global Share
Global share 100% Global shares
0% Cash
Multi-manager At least 7 years Unit prices
FirstChoice Global Share - Hedged
Global Share 100% Global shares
0% Cash
Multi-manager 7 years Unit prices
FirstChoice Asian Share
Global share - emerging markets 100% Global shares
0% Cash
Multi-manager At least 7 years Unit prices
FirstChoice Emerging Markets
Global share - emerging markets 100% Global shares
0% Cash
Multi-manager At least 7 years Unit prices
FirstChoice Global Small Companies
Specialist share 100% Global shares
0% Cash
Colonial First State At least 7 years Unit prices
FirstChoice Property Securities
Australian property and infrastructure securities 100% Property securities
0% Cash
Multi-manager At least 7 years Unit prices
FirstChoice Global Property Securities
Global Property and Infrastructure Securities 100% Global Property Securities
0% Cash
Multi-manager 7 years Unit prices
FirstChoice Global Infrastructure Securities
Global Property and Infrastructure Securities 100% Global Infrastructure Securities
0% Cash
Multi-manager 7 years Unit prices
FirstChoice Geared Australian Share
Geared funds 100% Australian shares
0% Cash
Multi-manager At least 7 years Unit prices
FirstChoice Geared Global Share
Geared funds 100% Global shares
0% Cash
Colonial First State At least 7 years Unit prices
Colonial First State Cash
Cash and Deposits 100% Cash
Colonial First State No minimum Unit prices
FirstRate Saver
Cash and Deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
Colonial First State Global Credit Income
Short duration fixed interest 100% Cash and fixed interest
Colonial First State At least 3 years Unit prices
Kapstream Absolute Return Income
Short duration fixed interest 100% Cash and fixed interest (including derivatives)
Kapstream At least 3 years Unit prices
Macquarie Income Opportunities
Short duration fixed interest N/A Credit opportunities
N/A Emerging market debt
N/A High yield
N/A Hybrid securities
N/A Investment grade
N/A Cash
Macquarie At least 3 years Unit prices
Perpetual Diversified Income
Short duration 100% Cash and credit
Perpetual Investments At least 3 years Unit prices
PM Capital Enhanced Yield
Short duration fixed interest N/A Yield securities
N/A Australian and global shares
N/A Cash
PM Capital At least 3 years Unit prices
Acadian Defensive Income
Alternative income 0% Australian Shares
100% Cash and Fixed Interest
Acadian At least 3 years Unit prices
BT Monthly Income Plus
Alternative Income N/A Cash
N/A Fixed Income
N/A Australian Shares
BT At least 5 years Unit prices
Colonial First State Target Return Income
Alternative Income 0% Australian shares, global property securities and global listed infrastructure securities
100% Hybrids, cash and fixed interest
Colonial First State At least 5 years Unit prices
Colonial First State Diversified Fixed Interest
Diversified fixed interest 100% Cash and fixed interest
Colonial First State At least 3 years Unit prices
Franklin Templeton Multisector Bond
Diversified fixed interest 100% Global fixed income
N/A Global high yield
N/A Emerging market debt
N/A Cash
Franklin Templeton At least 3 years Unit prices
PIMCO Global Bond
Diversified fixed interest 100% Cash and global fixed interest
PIMCO At least 3 years Unit prices
Schroder Credit Securities
Diversified fixed interest N/A Investment grade securities
N/A Australian hybrid securities
N/A Global high yield
N/A Securitised assets
N/A Cash
Schroders At least 3 years Unit prices
UBS Diversified Fixed Income
Diversified fixed interest 50% Australian fixed interest and cash
50% International fixed interest and cash
UBS At least 3 years Unit prices
Aberdeen Australian Fixed Income
Australian fixed interest 100% Cash and Fixed Interest
Aberdeen Asset Management At least 3 years Unit prices
Aspect Diversified Futures
Alternatives N/A Cash, futures and forwards
Aspect Capital At least 5 years Unit prices
Acadian Australian Managed Volatility Equity
Lower Volatility Share 100% Australian shares
0% Cash
Acadian At least 7 years Unit prices
Acadian Global Managed Volatility Equity
Lower volatility share 100% Global Shares
0% Cash
Acadian At least 7 years Unit prices
Colonial First State Equity Income
Lower volatility share N/A Australian shares
N/A Cash
Colonial First State - Core At least 7 years Unit prices
Merlon Australian Share Income
Australian share N/A Australian Shares
N/A Cash, hybrids, options and futures
Merlon At least 7 years Unit prices
Sanlam Managed Risk Australian Share
Lower volatility share 100% Australian shares
0% Cash and futures
Sanlam At least 7 years Unit prices
Sanlam Managed Risk Global Share
Lower volatility share 0% Cash and futures
100% Global shares
Sanlam At least 7 years Unit prices
State Street Australian Equity
Lower Volatility Share 100% Australian shares
0% Cash
SSgA At least 7 years Unit prices
Acadian Australian Equity
Australian share 100% Australian shares
0% Cash
Acadian At least 7 years Unit prices
Antares Elite Opportunities
Australian share 100% Australian shares
0% Cash
Antares At least 7 years Unit prices
Ausbil Australian Active Equity
Australian share 100% Australian shares
0% Cash
Ausbil Dexia At least 7 years Unit prices
Bennelong Ex-20 Australian Equities
Australian share 0% Cash
100% Australian Shares
Bennelong At least 7 years Unit prices
BlackRock Scientific Australian Equity
Australian Share 100% Australian shares
0% Cash
BlackRock 7 years Unit prices
BT Core Australian Share
Australian Share 100% Australian shares
0% Cash
BT 7 years Unit prices
Colonial First State Australian Share - Core
Australian Share 100% Australian shares
0% Cash
Colonial First State - Core 7 years Unit prices
Colonial First State Imputation
Australian Share 100% Australian shares
0% Cash
Colonial First State - Growth 7 years Unit prices
Colonial First State Index Aust Share
Australian Share 100% Australian shares
0% Cash
CFS Indexed 7 years Unit prices
Fidelity Australian Equities
Australian Share 100% Australian shares
0% Cash
Fidelity 7 years Unit prices
Investors Mutual Australian Share
Australian share 100% Australian shares
0% Cash
Investors Mutual At least 7 years Unit prices
Ironbark Karara Australian Share
Australian share 100% Australian shares
0% Cash
Ironbark At least 7 years Unit prices
Lazard Select Australian Equity
Australian share 98% Australian shares
2% Cash
Lazard At least 7 years Unit prices
Maple-Brown Abbott Australian Share
Australian Share 100% Australian shares
0% Cash
Maple Brown Abbott At least 7 years Unit prices
Nikko AM Australian Share Concentrated
Australian Share 100% Australian shares
0% Cash
Nikko AM At least 7 years Unit prices
Perennial Value Australian Share
Australian share 100% Australian shares
0% Cash
Perennial Value At least 7 years Unit prices
Perpetual Australian Share
Australian Share 100% Australian shares
0% Cash
Perpetual Investments 7 years Unit prices
Perpetual Ethical SRI Share
Australian share 100% Australian shares
0% Cash
Perpetual Investments At least 7 years Unit prices
Perpetual Industrial Share
Australian Share 100% Australian shares
0% Cash
Perpetual Investments 7 years Unit prices
Realindex RAFI® Australian Share
Australian share 100% Australian shares
0% Cash
Realindex Investments At least 7 years Unit prices
Schroder Australian Equity
Australian Share 100% Australian shares
0% Cash
Schroders 7 years Unit prices
Solaris Core Australian Equity
Australian share 100% Australian shares
0% Cash
Solaris Invest Managers At least 7 years Unit prices
Ausbil Australian Emerging Leaders
Australian Share - Small Companies 100% Australian shares
0% Cash
Ausbil Dexia 7 years Unit prices
Celeste Australian Small Companies
Australian Share - Small Companies 100% Australian shares
0% Cash
Celeste At least 7 years Unit prices
Colonial First State Developing Companies
Australian Share - Small Companies 100% Australian shares
0% Cash
Colonial First State - Growth 7 years Unit prices
Colonial First State Future Leaders
Australian Share - Small Companies 100% Australian shares
0% Cash
Colonial First State - Growth 7 years Unit prices
OC Premium Small Companies
Australian Share - Small Companies 0% Cash
100% Australian shares
OC Funds Management At least 7 years Unit prices
Realindex RAFI® Australian Small Companies
Australian Share - Small Companies 100% Australian shares
0% Cash
Realindex Investments At least 7 years Unit prices
Acadian Global Equity
Global Share 100% Global shares
0% Cash
Acadian 7 years Unit prices
Altrinsic Global Equity
Global share 14% Global emerging market shares
86% Global developed market shares
0% Cash
Altrinsic At least 7 years Unit prices
BT Core Global Share
Global Share 100% Global shares
0% Cash
BT 7 years Unit prices
Colonial First State Index Global Share
Global Share 100% Global shares
0% Cash
CFS Indexed 7 years Unit prices
Colonial First State Index Global Share - Hedged
Global Share 100% Global shares
0% Cash
CFS Indexed 7 years Unit prices
Grant Samuel Epoch Global Equity Shareholder Yield
Global Share 100% Equities
0% Cash
Grant Samuel Epoch At least 7 years Unit prices
Magellan Global Share
Global share 100% Global shares
0% Cash
Magellan At least 7 years Unit prices
Magellan Global Share - Hedged
Global share 100% Global shares
0% Cash
Magellan At least 7 years Unit prices
MFS Global Equity
Global Share 100% Global shares
0% Cash
MFS 7 years Unit prices
Perpetual Global Share
Global Share 100% Global shares
0% Cash
Perpetual Investments At least 7 years Unit prices
Platinum International
Global share N/A Global shares
N/A Cash and fixed interest
Platinum At least 7 years Unit prices
PM Capital Global Companies
Global share N/A Equities
N/A Yield securities
N/A Cash
PM Capital At least 7 years Unit prices
Realindex RAFI® Global Share
Global share 100% Global shares
0% Cash
Realindex Investments At least 7 years Unit prices
Realindex RAFI® Global Share Hedged
Global share 100% Global shares
0% Cash
Realindex Investments At least 7 years Unit prices
Stewart Investors Worldwide Leaders
Global share 100% Global shares
0% Cash
FirstState Stewart At least 7 years Unit prices
Stewart Investors Worldwide Sustainability
Global share 100% Global shares
0% Cash
Colonial First State At least 7 years Unit prices
T. Rowe Price Global Equity
Global share 100% Global shares
0% Cash
T Rowe Price At least 7 years Unit prices
Zurich Investments Global Thematic Share
Global shares 100% Global shares
0% Cash
Zurich 7 years Unit prices
Platinum Asia
Global share - emerging markets N/A Asian shares
N/A Cash and fixed interest
Platinum At least 7 years Unit prices
Realindex RAFI® Emerging Markets
Global share - emerging markets 100% Global shares
0% Cash
Realindex Investments At least 7 years Unit prices
Acadian Australian Equity Long Short
Specialist share 100% Australian shares
0% Cash
Acadian At least 7 years Unit prices
Acadian Global Equity Long Short
Specialist share 100% Global Shares
0% Cash
Acadian At least 7 years Unit prices
Bennelong Kardinia Absolute Return
Specialist share 100% Australian shares
100% Cash and cash equivalents
Bennelong At least 7 years Unit prices
Colonial First State Global Resources
Specialist share 100% Australian and global shares
0% Cash
Colonial First State At least 7 years Unit prices
APN AREIT
Australian property and infrastructure securities 100% Property securities
0% Cash
APN At least 7 years Unit prices
BT Property Investment
Australian property and infrastructure securities 100% Property securities
0% Cash
BT At least 7 years Unit prices
Colonial First State Index Property Securities
Australian property and infrastructure securities 100% Property securities
0% Cash
CFS Indexed At least 7 years Unit prices
Colonial First State Property Securities
Australian property and infrastructure securities 100% Property securities
0% Cash
Colonial First State At least 7 years Unit prices
Ironbark Property Securities
Australian property and infrastructure securities 100% Property securities
0% Cash
Ironbark At least 7 years Unit prices
Legg Mason Martin Currie Real Income
Australian property and infrastructure securities 100% Australian property, utility and infrastructure securities
Legg Mason At least 7 years Unit prices
SG Hiscock Property Securities
Australian property and infrastructure securities 100% Property Securities
0% Cash
SG Hiscock At least 7 years Unit prices
AMP Capital Global Property Securities
Global property and infrastructure securities 100% Global property securities
0% Cash
AMP 7 years Unit prices
Colonial First State Global Property Securities
Global Property and Infrastructure Securities 100% Global property securities
0% Cash
Colonial First State 7 years Unit prices
Colonial First State Global Listed Infrastructure Securities
Global Property and Infrastructure Securities 100% Infrastructure securities
0% Cash
Colonial First State 7 years Unit prices
Magellan Infrastructure
Global property and infrastructure securities 100% Global infrastructure securities
0% Cash
Magellan At least 7 years Unit prices
Acadian Geared Global Equity
Geared funds 100% Global Shares
0% Cash
Acadian At least 7 years Unit prices
Colonial First State Geared Australian Share - Core
Geared funds 100% Australian shares
0% Cash
Colonial First State - Core At least 7 years Unit prices
Colonial First State Geared Global Property Securities
Geared funds 100% Global Property Securities
0% Cash
Colonial First State At least 7 years Unit prices
Colonial First State Geared Share
Geared funds 100% Australian shares
0% Cash
Colonial First State - Growth At least 7 years Unit prices
FirstRate Term Deposit 3 Month
Cash and Deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstRate Term Deposit 6 Month
Cash and Deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstRate Term Deposit 9 Month
Cash and Deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstRate Term Deposit 12 Month
Cash and Deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstRate Term Deposit - 2 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstRate Term Deposit - 3 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstRate Term Deposit - 5 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstRate Term Deposit - 7 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstRate Term Deposit - 10 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstRate Term Deposit - 15 year
Cash and deposits 100% Cash and deposits
Commonwealth Bank Deposit No minimum Interest rates
FirstChoice Defensive
Defensive 5% Australian shares
2.7% Global shares
0.3% Emerging market shares
2% Property securities
60% Fixed interest
30% Cash
Multi-manager 3 years Unit prices
FirstChoice Conservative
Conservative 11.2% Australian Shares
5.6% Global Shares
2.8% Global Shares - hedged
1.4% Emerging market shares
3% Alternatives
2.5% Global Infrastructure Securities
1% Property Securities
2.5% Global Property Securities
40% Fixed Interest
30% Cash
Multi-manager 3 years Unit prices
FirstChoice Diversified
Moderate 20% Cash
25% Fixed Interest
19% Australian Share
10.5% Global shares
4.5% Global shares - hedged
2% Emerging market shares
5% Defensive Alternatives
6% Alternatives
4% Global property securities
4% Global infrastructure securities
Multi-manager At least 5 years Unit prices
FirstChoice Moderate
Moderate 24% Australian Shares
12.5% Global Shares
6% Global Shares - hedged
2.5% Emerging market shares
5% Alternatives
4% Global Infrastructure Securities
2% Property Securities
4% Global Property Securities
34% Fixed Interest
6% Cash
Multi-manager 5 years Unit prices
FirstChoice Balanced
Growth 27.4% Australian Shares
13.4% Global Shares
7.6% Global Shares - hedged
3.6% Emerging market shares
6% Alternatives
5% Global Infrastructure Securities
2% Property Securities
5% Global Property Securities
25% Fixed Interest
5% Cash
Multi-manager 5 years Unit prices
FirstChoice Growth
Growth 32.4% Australian Shares
16.3% Global Shares
8.6% Global Shares - hedged
3.7% Emerging market shares
6% Alternatives
5% Global Infrastructure Securities
3% Property Securities
5% Global Property Securities
17% Fixed Interest
3% Cash
Multi-manager 5 years Unit prices
FirstChoice High Growth
High Growth 40% Australian shares
15% Global shares
15% Global shares - hedged
10% Global Infrastructure Securities
10% Global Property Securities
10% Emerging Market Shares
Multi-manager 7 years Unit prices
FirstChoice Geared Growth Plus
Geared funds 40% Australian shares
10% Global shares
10% Global shares - hedged
10% Global Infrastructure Securities
10% Global Property Securities
10% Emerging Market Shares
10% Yield
Multi-manager At least 7 years Unit prices
FirstChoice Multi-Index Conservative
Conservative 12% Australian shares
5% Global shares
6% Global shares - hedged
1% Emerging market shares
3% Global property securities
3% Global infrastructure securities
25% Australian fixed interest
15% Global fixed interest
30% Cash
Multi-manager 3 years Unit prices
FirstChoice Multi-Index Diversified
Moderate 20.5% Australian shares
9% Global shares
10% Global shares - hedged
1.5% Emerging market shares
30% Fixed interest
4.5% Global property securities
4.5% Global infrastructure securities
20% Cash
Multi-manager At least 5 years Unit prices
FirstChoice Multi-Index Moderate
Moderate 13% Cash
27% Fixed Interest
25% Australian Share
11% Global shares
12% Global shares - hedged
2% Emerging market shares
5% Global property securities
5% Global infrastructure securities
Multi-manager At least 5 years Unit prices
FirstChoice Multi-Index Balanced
Growth 29% Australian shares
13% Global shares
14% Global shares - hedged
2% Emerging market shares
6% Global property securities
6% Global infrastructure securities
15% Australian fixed interest
10% Global fixed interest
5% Cash
Multi-manager 5 years Unit prices
FirstChoice Multi-Index Growth
Growth 33% Australian shares
15% Global shares
15% Global shares - hedged
3% Emerging market shares
7% Global property securities
7% Global infrastructure securities
17% Fixed interest
3% Cash
Multi-manager At least 5 years Unit prices
FirstChoice Multi-Index High Growth
High Growth 40% Australian shares
15% Global shares
15% Global shares hedged
10% Emerging market shares
10% Global property securities
10% Global infrastructure securities
Multi-manager At least 7 years Unit prices
AZ Sestante Conservative
Conservative N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Fixed interest
N/A Cash
AZ Sestante At least 3 years Unit prices
Colonial First State Conservative
Conservative 15% Australian shares
10% Global shares
5% Property securities
70% Fixed interest and cash
Colonial First State 3 years Unit prices
Perpetual Conservative Growth
Conservative 12.5% Australian shares
12.5% Global shares
5% Property securities
30% Fixed income
40% Cash and credit
Perpetual Investments 3 years Unit prices
AZ Sestante Diversified
Moderate N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Fixed interest
N/A Cash
AZ Sestante At least 5 years Unit prices
Colonial First State Balanced
Moderate 20% Australian shares
15% Global shares
10% Global resource shares
5% Property securities
50% Fixed interest and cash
Colonial First State 5 years Unit prices
Perpetual Diversified Growth
Moderate 22.5% Australian shares
22.5% Global shares
5% Property securities
25% Fixed income
25% Cash and credit
Perpetual Investments 5 years Unit prices
AZ Sestante Growth
Growth N/A Australian shares
N/A Global shares
N/A Property and infrastructure securities
N/A Alternatives
N/A Fixed interest
N/A Cash
AZ Sestante At least 5 years Unit prices
BT Active Balanced
Growth 38% Australian shares
22% Global shares
8% Property securities
25% Diversified fixed interest
7% Cash
BT 5 years Unit prices
Colonial First State Diversified
Growth 30% Australian shares
20% Global shares
10% Global resource shares
5% Property securities
5% Global infrastructure securities
30% Fixed interest and cash
Colonial First State 5 years Unit prices
Perpetual Balanced Growth
Growth 35% Australian shares
30% Global shares
5% Property securities
15% Fixed income
15% Cash and credit
Perpetual Investments 5 years Unit prices
Colonial First State Multi-Asset Real Return
Diversified real return 0% Fixed Interest
100% Cash
0% Equities
0% Commodities
Colonial First State At least 5 years Unit prices
Schroder Real Return
Diversified real return N/A Cash and cash equivalents, investment grade securities
N/A Australian and global high yield, emerging market debt and Asian bonds
N/A Australian and global shares and property securities
0% Cash
Schroders At least 5 years Unit prices
Colonial First State High Growth
High Growth 40% Australian shares
10% Australian small company shares
30% Global shares
20% Global resource and soft commodity shares
0% Cash
Colonial First State 7 years Unit prices
Sanlam Managed Risk Multi-Index High Growth
Lower volatility share 0% Cash and futures
20% Property and infrastructure securities
80% Australian and global shares
Sanlam At least 7 years Unit prices
Product Disclosure Statements (PDSs) describing each product are available from this site or by contacting our Investor Service Centre on 13 13 36. The relevant PDS should be considered before making a decision about any product.

Minimum suggested timeframes
Investment professional will have differing views about the minimum period you should hold various investments, and your own personal circumstances will also affect your decision. The minimum investment period ranges are listed, however, you should regularly review your investment decision with your financial adviser because your investment needs or market conditions may change over time. Our minimum suggested investment timeframes should not be considered personal advice.